本文選題：增量資金　切入點(diǎn)：成長(zhǎng)股　出處：《股市動(dòng)態(tài)分析》2015年47期 　論文類型：期刊論文

【摘要】：正我們?cè)?-10月基于去杠桿進(jìn)入尾聲疊加十三五利好推升風(fēng)險(xiǎn)偏好,積極推薦成長(zhǎng)股主導(dǎo)的結(jié)構(gòu)性修復(fù)行情。11月中旬以后提出"存量博弈下,面臨前方密集成交區(qū),未來(lái)風(fēng)格切換和行情升級(jí)核心觀察增量資金入市和利好出現(xiàn)。"。從資金面看,目前仍是存量博弈,但年底和年初是銀行理財(cái)、險(xiǎn)資等潛在增量資金做大類資產(chǎn)配置的決策時(shí)點(diǎn),在資產(chǎn)荒背景下,可以用期權(quán)的思路看潛在增量資金會(huì)否、何時(shí)以及以何種方式進(jìn)場(chǎng)。從基本面看,金融地產(chǎn)建材等藍(lán)籌的吸引力無(wú)非是股息
[Abstract]:In September-October, we actively recommend the structural repair market dominated by growth stocks on the basis of deleveraging at the end of the end of the year and actively recommend the structural repair market dominated by growth stocks. After mid-November, we put forward that "under the stock game, we are facing intensive trading areas ahead." The core of style switching and market upgrading in the future will observe the entry of incremental funds into the market and the emergence of favorable results. "from the perspective of funds, it is still a stock game at present, but the end of the year and the beginning of the year are the time to make decisions on the allocation of large categories of assets for potential incremental funds such as bank financing and risk capital. In the context of asset scarcity, you can use options to see if, when and in what way potential incremental funds will enter the market. Fundamentally, the attraction of blue chips such as financial, real estate and building materials is simply a dividend
【作者單位】： 國(guó)泰君安;
【分類號(hào)】：F832.51
，

本文編號(hào)：1649036